Estate Planning Consultant jobs in Hartford, CT
Estate Planning Consultant provides estate planning consultation to the agency work force. Develops and conducts any training or educational seminars necessary to guide agents and their clients through the procedural, legal, and financial aspects of their plans. Being an Estate Planning Consultant is responsible for developing and maintaining relationships with professional advisors. Requires a bachelor's degree. Additionally, Estate Planning Consultant typically reports to a manager. Estate Planning Consultant is a specialist on complex technical and business matters. Work is highly independent. May assume a team lead role for the work group. To be an Estate Planning Consultant typically requires 7+ years of related experience. (Copyright 2024 Salary.com)
Recently Added Estate Planning Consultant jobs
Estate Planning Paralegal
- Hiring & Empowering Solutions
-
Hartford, CT
FULL_TIME
- Company DescriptionWe strive to provide the best legal representation possible to our clients. We concentrate in three areasof the law only: Estate Planning Law, Real Estate Law and Bankruptcy Law. With advanced technology and a highly trained and responsive staff, we’re proud of our success record. Our experience and state of the art technology allow us to move files from receipt to conclusion in a professional, efficient and expeditious manner. Job DescriptionDo not even apply unless you are a superstar dynamo and can prove it. Your essence must emulate dynamic, energetic, leadership mentality. We are seeking only candidates with the mindset of executive-level leadership, continuous improvement and team empowerment to deliver consistent results.Punctual/On timeFlexibleSkilled with technology & computersTakes initiative/ is motivatedHas/exhibits common sense & a “business” focused mindsetClient Services Responsibilities, Drafting and Document Production, Review Documents, File Assembly, Lead Client Meetings and file assembly. A professional approach to welcome clients with compassion is a must. It is essential for impeccable leadership mentality, follow up and communication skills with a team approach. Professional demeanor and attitude, a willingness to ask questions and exceptional organizational skills with a care for details required. Must operate with an enthusiasm and a genuine desire to learn and grow. We will delete all candidates without even looking at their resumes that do not include a resume and cover letter.QualificationsRequired experience:Estate Planning: 2 yearsAdditional InformationJob Type: Full-timeJob Location: Hartford, CTSalary: 45K - 65K
- 1 Month Ago
Planning Consultant - West Hartford, CT
- Inclusively
-
West Hartford, CT
FULL_TIME
- Inclusively is partnering with a Multinational Financial Services Company to hire a Planning Consultant - West Hartford, CT.ABOUT INCLUSIVELY:Inclusively is a digital tech platform that connects candi...
- 9 Days Ago
estate planning/probate paralegal/legal assistant
- Charter Oak Law Group, LLC
-
Bloomfield, CT
FULL_TIME,PART_TIME
- Small boutique Estate Planning and Probate Hartford area law firm seeks experienced Paralegal/Legal Assistant.The successful candidate will have a minimum of 3 years of administrative experience, andR...
- 27 Days Ago
Consultant
- RMI Software, LLC.
-
Avon, CT
FULL_TIME
- Start your career with a proven industry leader and put yourself on the path to motivated success. RMI provides accounting software to businesses worldwide. RMI is seeking applicants to join our dynam...
- 1 Day Ago
Consultant
- ITL USA
-
Hartford, CT
FULL_TIME
- Job description Infosys is seeking FHIR Consultant with good experience working in healthcare domain, HL7 interfaces. As a FHIR consultant, you will be a key player in the consulting team that helps d...
- 2 Months Ago
Transportation Planner 2
- State of Connecticut - DOT Bureau of Planning/Research
-
Newington, CT
FULL_TIME
- Introduction The�State of Connecticut,�Department of Transportation (DOT),�is now accepting applications for a challenging and exciting�Transportation Planner 2 (Environmental Permitting Specialist)�p...
- 10 Days Ago
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0 Estate Planning Consultant jobs found in Hartford, CT area
Resident Fair Housing and Equity Manager (Glendower Group/ECC) On-site
- Nonprofit HR
-
New Haven, CT
- Resident Fair Housing and Equity Manager (Glendower Group/ECC)On-site About Glendower Group: The Glendower Groupis a non...
- 4/19/2024 12:00:00 AM
Paraplanner - Financial Services
- WMGNA,LLC
-
Farmington, CT
- WMGNA, LLC, a top 20 Hartford County Registered Investment Advisory firm, employs a unique method of subscription based ...
- 4/19/2024 12:00:00 AM
Tax Services Senior - Financial Services Organization EDGE Private Client Services
- EY
-
Hartford, CT
- EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these q...
- 4/19/2024 12:00:00 AM
Project Manager - Facilities Repair and Alterations
- MBACSi
-
Windsor, CT
- Work Locations: Windsor, CT, Manchester, NH, Denver, CO Initially, the position requires working from a customer locatio...
- 4/18/2024 12:00:00 AM
Executive Client Service Associate
- Edelman Financial Engines
-
Farmington, CT
- Description Executive Client Service Associate (Farmington, CT) At Edelman Financial Engines (EFE), we believe everyone ...
- 4/18/2024 12:00:00 AM
BIM Modeler
- Newmark
-
Hartford, CT
- Newmark Group, Inc. (Nasdaq: NMRK), together with its subsidiaries (“Newmark”), is a world leader in commercial real est...
- 4/17/2024 12:00:00 AM
Financial Planner - Paraplanner
- Hartford Financial Management Inc./HFM Wealth Management
-
Hartford, CT
- Job Description Job Description We are seeking a dedicated Financial Planner/Paraplanner to join our team in providing c...
- 4/16/2024 12:00:00 AM
Auto Sales Consultants, Up to $100,000 Plus
- KIA of East Hartford
-
East Hartford, CT
- 99 Ash Street., East Hartford, CT 06108 AUTOMOTIVE SALES CONSULTANT Competitive Pay Plan + Commission & Bonuses! Top per...
- 4/15/2024 12:00:00 AM
About Hartford, Connecticut
Hartford is the capital city of Connecticut. It was the seat of Hartford County until Connecticut disbanded county government in 1960. The city is nicknamed the "Insurance Capital of the World", as it hosts many insurance company headquarters and is the region's major industry. It is the core city in the Greater Hartford area of Connecticut. Census estimates since the 2010 United States Census have indicated that Hartford is the fourth-largest city in Connecticut, behind the coastal cities of Bridgeport, New Haven, and Stamford.
Hartford was founded in 1635 and is among the oldest cities in th...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Estate Planning Consultant jobs
$106,380 to $154,606
Hartford, Connecticut area prices
were up 1.7% from a year ago
were up 1.7% from a year ago
What does an Estate Planning Consultant do?
Estate Planning Consultant in New Haven, CT
The training program should include topics such as key steps in creating an estate plan, legal issues related to estate planning, charitable contribution strategies, tax planning and estate tax implications, financial considerations and special situations that impact estate planning.
November 29, 2019
Estate Planning Consultant in Somerset, NJ
Training to become an Estate Planning Consultant is your opportunity to create income streams that add real value to your business whilst enhancing existing client relationships.
February 24, 2020
Estate Planning Consultant in Virginia Beach, VA
They are rapidly expanding and now require additional home based consultants / advisers with experience in selling Wills, Trusts and Funeral Plans.
January 02, 2020